Jd's "car manufacturing," when will taobao start?

"11.11" is approaching, and it's time for major companies to go all out again. Previously, the Tmall team went to Lingyin Temple to pray for better performance, and now JD.com has officially announced their venture into car manufacturing, aiming to earn money in more fields.

Wait, how did JD suddenly start "making cars" and even aim to make a "national good car"? Could it be that JD wants to become the next Xiaomi?

Actually, that's not the case. The automotive industry is once again about to embrace a new form of collaboration.

According to official news, JD.com's "National Good Car" will gradually start internal testing and public test drive activities at the end of October.“11.11”期间正式官宣发布。

As for the specific model, technical route, and product configuration of this "national favorite car," it is currently unclear, but there is some leaked information that can be referenced.

A peer interviewed a staff member from CATL, who stated that this car will be...Battery swapping modelsTherefore, it is not difficult to speculate that the "national car" is likely to be a model under Aion. What kind of model requires battery swapping? Then the "national car" should be a vehicle...Electric vehicle。

In April this year, at the launch ceremony of the new CATL Chocolate Battery Swap models, GAC announced that the Aion UT, Aion RT, Aion V Bawanglong, and an upcoming A-class SUV would all be launched as Chocolate Battery Swap models, with all set to be released in the fourth quarter. So, a bold guess would be that the "national favorite car" is likely this A-class SUV.

However, whether battery-swapping vehicles are practical depends on two key factors: the speed of the battery swap and the availability of battery-swapping stations.

According to reports, the chocolate battery swapping station can achieve“10分钟找站，2分钟换电”In comparison, NIO's fourth-generation battery swapping station takes as little as 2 minutes and 24 seconds.

In terms of the number of battery swapping stations, CATL officially started cooperating with Sinopec in April this year to build battery swapping stations. By the end of July this year, CATL had already established in the field of passenger car battery swapping.More than 400Battery swapping stations are expected to reach 1,000 by the end of the year.

NIO's battery swap stations have now reached a practical level, with the number exceeding 3,500 stations. Based on this, it can be inferred that..."Nationally popular car" may have a mediocre battery swapping experience in the early stages.。

Why do GAC and CATL, who can build cars themselves, specifically want to partner with JD.com?

Although the official statement is that JD.com, GAC, and CATL jointly launched a car, JD.com does not participate in the car manufacturing process.

JD.com responded to the media by stating that the "National Good Car" was jointly launched by three parties, and it mainly provides.User Consumption Insights and Exclusive SalesThe above content does not directly involve the manufacturing process.In other words, the main role of JD.com is to leverage its advantages in data accumulation and channel networks.

This is completely different from Xiaomi and Huawei. Xiaomi is fully involved in the entire process of car manufacturing, with self-research capabilities, factories, and stores. Huawei does not directly manufacture cars but provides software and hardware for smart cabins and assisted driving, as well as sales channels.

JD.com's "car manufacturing," to put it plainly, is just acting as a sales agent.

Currently, Xiaomi's car models and models equipped with Huawei software and hardware are all bestsellers. This tells us that...The sales of a car largely depend on traffic.。

JD.com inherently has a traffic buff, with numerous hot searches generated by Dong Ge each year. However, this is not the most important aspect. The key point is that the "nation's favorite car" has capitalized on the popularity of "11.11".

JD.com is already in the pre-heating phase, and users can participate in the "Customize a National Car" event on the app to earn JD Beans, which can be used to deduct part of the amount when purchasing items, effectively acting as a form of cash.

In less than a day since the event was announced, nearly 150,000 people have participated, which clearly demonstrates JD.com's top-level traffic. For new cars, this is a tremendous boon.

JD is not a philanthropist, it doesn't just give away traffic for free.

JD's goal is to createA one-stop shop for automotive consumption.The full digital operation process of online car selection, payment, and pickup is realized, and it also involves car maintenance services, such as vehicle maintenance. Additionally, it will offer free parking, shopping discounts, free car maintenance/washing at JD, and financial services like installment payments with Baitiao.

With the endorsement of GAC and CATL, JD.com's reputation for selling cars has also been established.

For GAC, collaborating with JD.com and CATL can save a lot of money. On one hand, they don't need to build a digital retail platform themselves and can gain a large amount of traffic; on the other hand, they don't need to spend heavily on building battery swap stations, as the cooperation allows them to quickly address these shortcomings.

For CATL, having JD.com and GAC help promote the battery swapping model is also beneficial for expanding its battery installation volume.

In simple terms, a new automotive collaboration model of "platform + manufacturing + technology" is emerging.

However, some issues have already become apparent.

For example, JD Auto Maintenance and CATL's battery swapping stations have not yet fully covered the entire country, especially in third- and fourth-tier cities, where the service experience may be significantly compromised.

For example, while JD is making a big push for "custom co-creation," whether GAC truly supports personalization remains unknown.

JD's collaboration with GAC and CATL to manufacture cars is essentially not about producing vehicles but creating a "car consumption entry point."

JD's ultimate goal is "to make buying a car as convenient as buying a mobile phone," but this will depend on whether JD can achieve this.Truly connect services and establish a trust loop.。

I'm curious, will Taobao sell cars in the future?